Strategic Asset Allocation
Setting the long-term asset mix that gives your portfolio the best chance of meeting its objectives.
Overview
Strategic asset allocation is the single largest driver of long-run portfolio outcomes. We help boards and investment committees decide how much to hold in growth assets, defensive assets and diversifiers — grounded in your liabilities, spending needs and tolerance for drawdown.
Our work combines capital-market assumptions, scenario testing and peer benchmarking, so the final mix is both evidence-based and practical to implement. We revisit the allocation on a defined cycle and after major market or organisational changes.
What this covers
- Objectives and risk-tolerance workshops with trustees and stakeholders
- Capital-market assumptions and scenario modelling
- Liquidity and spending-policy analysis
- Benchmark selection and rebalancing policy
- Periodic review against changing market conditions
Want to talk through your situation?
Our team will help you scope the right engagement — no obligation, no sales pitch.